Ullmann Financial is an investment advisor in Jacksonville Beach with $582.23 mm assets under management.
Company profile
Website
Employees
Incorporated
Location
Fiscal year end
SEC CIK
IRS number
450486498
SEC advisor number
801-61563
FINRA CRD number
123748
AUM ?
$582.23 mm
(as of 3 Dec 21)
Accounts
812
(as of 3 Dec 21)
Employees
10
(5 investment advisory or research)
Address
Ullmann Financial
1540 THE GREENS WAY
JACKSONVILLE BEACH
FL 32250
1540 THE GREENS WAY
JACKSONVILLE BEACH
FL 32250
Office hours
Monday - Friday, 9:00 AM - 5:00 PM
Phone
904-280-3700
Brochures
Ownership
Owner | Title | From | %Ownership |
---|---|---|---|
Ullmann, Glenn, Michael | President | 10/2002 | > 75% |
King, Carrie | Chief Compliance Officer | 03/2020 | < 5% |
Latest filings (excl ownership)
No filings
Latest ownership filings
13F-HR
Quarterly holdings report by institutional manager
11 Jan 24
13F-HR
Quarterly holdings report by institutional manager
13 Oct 23
13F-HR
Quarterly holdings report by institutional manager
13 Jul 23
13F-HR
Quarterly holdings report by institutional manager
11 Apr 23
13F-HR
Quarterly holdings report by institutional manager
18 Jan 23
13F-HR
Quarterly holdings report by institutional manager
11 Oct 22
13F-HR
Quarterly holdings report by institutional manager
13 Jul 22
13F-HR
Quarterly holdings report by institutional manager
14 Apr 22
13F-HR
Quarterly holdings report by institutional manager
26 Jan 22
13F-HR
Quarterly holdings report by institutional manager
19 Oct 21